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RPg Family Wealth Advisory’s Regions Financial RF Stock Holding History

RPg Family Wealth Advisory’s Portfolio RF Stock Details RF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-886
Closed -$15.3K – 279
2017
Q4 		$15.3K Buy
+886
New +$14.2K 0.01% 227

Other funds holding RF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RPg Family Wealth Advisory's RF Position: Q1 2018 in Review

RPg Family Wealth Advisory sold out of Regions Financial (RF) in Q1 2018, closing a stake of 886 shares — an estimated $15.3K sold.

RPg Family Wealth Advisory first reported a position in RF in Q4 2017 and held it in 1 quarter. The position peaked at $15.3K in Q4 2017. 716 funds tracked by Wall St. Rank hold RF as of Q1 2018.

  • RPg Family Wealth Advisory reported no remaining Regions Financial position as of Q1 2018 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 886 Regions Financial shares in Q1 2018, an estimated $15.3K.
  • RPg Family Wealth Advisory first reported a position in Regions Financial in Q4 2017 and held it in 1 quarter.
  • RPg Family Wealth Advisory's Regions Financial position peaked at $15.3K in Q4 2017.
  • 716 funds tracked by Wall St. Rank held Regions Financial as of Q1 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2018, filed 15 May 2018.